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Edelweiss Wealth Manager Interview Questions and Answers

Updated 25 Sep 2023

Edelweiss Wealth Manager Interview Experiences

4 interviews found

Wealth Manager Interview Questions & Answers

user image Abdul Sohail

posted on 25 Sep 2023

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Approached by Company and was interviewed in Mar 2023. There were 2 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all Resume tips
Round 2 - Behavioral 

(2 Questions)

  • Q1. 1. Equity markets 2. Advisory
  • Q2. Be confident and answer all the questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident in all the rounds
Round 1 - Group Discussion 

Simple topics

Round 2 - Technical 

(2 Questions)

  • Q1. Based on resume and
  • Q2. What is insurance What is bonds Family background
  • Ans. 

    Insurance is a contract between an individual and an insurance company, providing financial protection against potential losses.

    • Insurance is a risk management tool that helps individuals and businesses protect themselves against potential financial losses.

    • It involves paying a premium to an insurance company in exchange for coverage against specific risks.

    • Insurance policies can cover various aspects such as health, prop...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Speak confidence communication is also important

Wealth Manager Interview Questions Asked at Other Companies

Q1. What is wealth? How will you source business in new place or metr ... read more
Q2. Total size of current Portfolio and experience with various wealt ... read more
asked in Edelweiss
Q3. What is insurance What is bonds Family background
Q4. What is SIP ,Mutual fund .insurance .
Q5. What has been your experience with the profit and loss of your pe ... read more

I applied via Campus Placement and was interviewed in Feb 2022. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Tell me something about you

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and genuine to yourself ... Be ready for accepting the rewards and rejections... Always remind that ...some thing good in everything that has happend...

Interview Questionnaire 

1 Question

  • Q1. Experience of handling financial products
  • Ans. 

    I have extensive experience in handling a wide range of financial products, including stocks, bonds, mutual funds, and derivatives.

    • Managed a diverse portfolio of stocks and bonds for high net worth clients

    • Developed and implemented investment strategies for mutual funds

    • Traded options and futures contracts to hedge risk and generate alpha

    • Conducted thorough research and analysis to identify attractive investment opportuni...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - You should talk about

Edelweiss interview questions for designations

 Credit Manager

 (5)

 Relationship Manager

 (5)

 Preferred Relationship Manager

 (2)

 Credit Processing Associate

 (1)

 Manager

 (2)

 Assistant Manager

 (3)

 Senior Manager

 (2)

 Manager Strategic Planning

 (1)

Wealth Manager Jobs at Edelweiss

View all

Interview questions from similar companies

I applied via Campus Placement and was interviewed before Sep 2020. There were 4 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Explain about yourself
  • Q2. Questions based on your resume
  • Q3. Analytical questions according to the vaccnay you are applying

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and let them get convinced that you will be perfect for the job and also always try to initiate the group discussion

I applied via Company Website and was interviewed in Nov 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. My job work experience.

Interview Preparation Tips

Interview preparation tips for other job seekers - Good experience

I applied via Campus Placement and was interviewed before Sep 2020. There was 1 interview round.

Interview Questionnaire 

3 Questions

  • Q1. What is sales?
  • Ans. 

    Sales is the process of exchanging goods or services for money or other valuable consideration.

    • Sales involves identifying potential customers and persuading them to buy a product or service.

    • It includes activities such as prospecting, lead generation, qualifying leads, making sales presentations, negotiating and closing deals.

    • Sales can be done through various channels such as direct selling, telemarketing, online sales,...

  • Answered by AI
  • Q2. Are u good at sales?
  • Q3. Can u sale me anything ?

Interview Preparation Tips

Interview preparation tips for other job seekers - Convincing someone for something is sales .

I applied via Company Website and was interviewed before May 2021. There were 2 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all Resume tips
Round 2 - HR 

(2 Questions)

  • Q1. Personal details,skills
  • Q2. Are you willing to work anywhere

Interview Preparation Tips

Interview preparation tips for other job seekers - The overall experience was good and be greatfull

I applied via Campus Placement and was interviewed before Jan 2021. There were 3 interview rounds.

Round 1 - Aptitude Test 
Round 2 - Group Discussion 

Environmental topic

Round 3 - Aptitude Test 

Based on banking questions

Interview Preparation Tips

Topics to prepare for ICICI Bank Assistant Manager interview:
  • Communication Skills
  • Technical
Interview preparation tips for other job seekers - Consenrate on every second be positive and don't leave your confidence level Be active every question smile is most important

I applied via Campus Placement and was interviewed before Feb 2021. There were 2 interview rounds.

Round 1 - Aptitude Test 

I have cleared 100 marks aptitude test

Round 2 - One-on-one 

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident , Dressing style , smile on the face, impress interviewer through your answers .
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Edelweiss Interview FAQs

How many rounds are there in Edelweiss Wealth Manager interview?
Edelweiss interview process usually has 1-2 rounds. The most common rounds in the Edelweiss interview process are Group Discussion, Technical and One-on-one Round.
How to prepare for Edelweiss Wealth Manager interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Edelweiss. The most common topics and skills that interviewers at Edelweiss expect are Wealth Management, Mutual Funds, Finance, Portfolio Management and hni.
What are the top questions asked in Edelweiss Wealth Manager interview?

Some of the top questions asked at the Edelweiss Wealth Manager interview -

  1. What is insurance What is bonds Family backgro...read more
  2. Experience of handling financial produc...read more
  3. Be confident and answer all the questi...read more

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Edelweiss Wealth Manager Interview Process

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Interview experience

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Edelweiss Wealth Manager Salary
based on 133 salaries
₹2.5 L/yr - ₹8.9 L/yr
24% less than the average Wealth Manager Salary in India
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Edelweiss Wealth Manager Reviews and Ratings

based on 14 reviews

2.9/5

Rating in categories

3.1

Skill development

2.8

Work-life balance

2.9

Salary

2.7

Job security

2.8

Company culture

2.7

Promotions

2.4

Work satisfaction

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Wealth Manager - Mumbai / Hyderabad / Pune

Hyderabad / Secunderabad,

Pune

+1

3-8 Yrs

₹ 4.65-8 LPA

Wealth Manager || B2B

Pune,

Jaipur

+1

2-7 Yrs

₹ 8-12 LPA

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